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Financial Planning Intern

2303 Camino Ramon, Suite 230, San Ramon, CA, USA

Deadline to Apply:

Opportunity Length:

Hours:

Location:

Schedule:

Open

Negotiable

Full Time (Negotiable)

On-Site

Flexible

About California Financial Advisors

California Financial Advisors, CFA, is an equal opportunity employer. We offer a professional, collaborative, and challenging environment, and a pay rate commensurate with prior experience.


In order to work in-office, all new hires must be fully vaccinated against COVID-19 and show proof of vaccination by date of hire. California Financial Advisors is compliant with religious and medical exemptions and will provide reasonable accommodation if the exemption is approved.


CFA is a fiduciary investment advisory firm that specializes in retirement planning and investment supervisory services. CFA values a long-term investment approach while catering to the unique needs of all its clients. As a fiduciary firm, CFA conducts all business practices solely in each client’s best interest.

About You

You are a conscientious, detail-oriented, calm, and professional individual. You are easily able to adjust to regularly shifting priorities and are comfortable with and are effective at identifying high-priorities and pivoting your workflow to accomplish first-priority tasks, as well as other tasks within deadlines. These are the skills we are looking for:

  • Ability to multitask and take initiative

  • Hardworking and dedicated outlook

  • Ability to take direction and absorb information quickly

  • Excellent communication and presentation skills

About the Role
  • Opportunity to sit in on client meetings and prepare notes

  • Collaborate with financial advisors on special projects and create and present projects independently

  • Participate in Investment Committee Meetings

  • Prepare and present investment analysis and research

  • Complete firm-wide projects with the potential to prepare and present analysis to firm partners

  • Rotate through different advisor mentorship programs to gain maximum amount of knowledge and collaboration

Requirements
  • Current or recently graduated university students

  • Pursuing a bachelor’s degree in Finance, Accounting, Business or Economics

  • Excellent verbal and written communication skills as well as critical thinking skills

  • Proficiency in Microsoft Office Suite – particularly Word and Outlook

  • General understanding of financial services and willingness to comply with industry specific security measures

  • Must have a passion to pursue a career in financial services

  • General understanding of financial services and willingness to comply with industry specific security measures

  • In order to work in-office, all new hires must be fully vaccinated against COVID-19 and show proof of vaccination by date of hire. California Financial Advisors is compliant with religious and medical exemptions and will provide reasonable accommodation if the exemption is approved

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